CERTIFIED FINANCIAL PLANNER ® professional
Galen commenced his financial planning career in 2003 following an extensive work history in consultancy, human resources and finance. His experience includes 10½ years in financial accounting with the Royal Australian Air Force. Galen initially focused his financial planning practice on superannuation, self-managed super funds, retirement planning and wealth creation. These services were soon expanded to include expert financial advice across all areas of personal financial planning with the aim of assisting clients to successfully manage their financial life and goals.
In May 2011, Galen joined CD Financial Planning (previously known as QT Financial Planning) as a Senior Financial Planner. Galen is responsible for providing portfolio advice to clients, families and individuals in the Brisbane, Sunshine Coast, Fraser Coast and Burnett regions. His approach is to build and maintain a professional relationship with clients to ensure that their individual goals are met by creating and implementing personalised financial strategies. Galen’s areas of expertise include retirement planning, financial markets, wealth creation and self-managed super funds.
Galen is also an associate member of the Financial Planning Association of Australia (FPA).